Alera Investment Advisors’s Booz Allen Hamilton BAH Stock Holding History

Alera Investment Advisors’s Portfolio BAH Stock Details BAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$360K	Sell	2,213 -152	-6%	-$23.3K	0.04%	182
2024 Q2	$364K	Sell	2,365 -4,391	-65%	-$658K	0.04%	170
2024 Q1	$1M	Sell	6,756 -106	-2%	-$14.9K	0.14%	62
2023 Q4	$878K	Sell	6,862 -136	-2%	-$17K	0.11%	70
2023 Q3	$765K	Sell	6,998 -18	-0.3%	-$2.07K	0.13%	70
2023 Q2	$783K	Buy	7,016 +289	+4%	+$28.6K	0.17%	78
2023 Q1	$624K	Buy	6,727 +2,607	+63%	+$247K	0.14%	88
2022 Q4	$431K	Buy	+4,120	New	+$428K	0.1%	116
2019 Q1	–	Sell	-37	Closed	-$2K	–	1188
2018 Q4	$2K	Buy	+37	New	+$1.82K	﹤0.01%	726

Other funds holding BAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's BAH Position: Q3 2024 in Review

Alera Investment Advisors reduced its Booz Allen Hamilton (BAH) stake by 6.4% in Q3 2024, selling an estimated $23.3K and leaving 2,213 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #182.

Alera Investment Advisors first reported a position in BAH in Q4 2018 and has held it in 9 quarters since. The position peaked at $1M in Q1 2024. 696 funds tracked by Wall St. Rank hold BAH as of Q3 2024.

Alera Investment Advisors held 2,213 shares of Booz Allen Hamilton worth $360K as of Q3 2024.
Alera Investment Advisors sold 152 Booz Allen Hamilton shares in Q3 2024, an estimated $23.3K.
Booz Allen Hamilton made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #182 holding.
Alera Investment Advisors first reported a position in Booz Allen Hamilton in Q4 2018 and has held it in 9 quarters since.
Alera Investment Advisors's Booz Allen Hamilton position peaked at $1M in Q1 2024.
696 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.